Upper Left Wealth Management, LLC
73 holdingsFiling period: 2026-06-30Current AUM: $186.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IAU | ISHARES GOLD TR | 165.5K | $12.5M | $13.4M | 7.18% | +6.4K | 2026-06-30 |
| 2 | SPYM | SPDR SERIES TRUST | 121.1K | $10.6M | $10.8M | 5.79% | +573 | 2026-06-30 |
| 3 | BCI | ABRDN ETFS | 355.1K | $7.9M | $9.5M | 5.11% | -14,757 | 2026-06-30 |
| 4 | BNDX | VANGUARD CHARLOTTE FDS | 160.2K | $7.8M | $7.5M | 4.03% | +10.9K | 2026-06-30 |
| 5 | SCHH | SCHWAB STRATEGIC TR | 288.3K | $6.8M | $6.6M | 3.57% | +9.7K | 2026-06-30 |
| 6 | BWX | SPDR SERIES TRUST | 306.7K | $6.6M | $6.6M | 3.55% | -5,778 | 2026-06-30 |
| 7 | DBMF | LITMAN GREGORY FDS TR | 213.2K | $6.5M | $6.9M | 3.69% | +13.0K | 2026-06-30 |
| 8 | SCHF | SCHWAB STRATEGIC TR | 225.4K | $6.2M | $6.3M | 3.36% | +13.3K | 2026-06-30 |
| 9 | SCHA | SCHWAB STRATEGIC TR | 161.5K | $5.8M | $5.4M | 2.88% | -1,158 | 2026-06-30 |
| 10 | IBIT | ISHARES BITCOIN TRUST ETF | 163.6K | $5.4M | $7.0M | 3.79% | +12.2K | 2026-06-30 |
| 11 | BIL | SPDR SERIES TRUST | 58.2K | $5.3M | $5.3M | 2.86% | +3.3K | 2026-06-30 |
| 12 | GLDM | WORLD GOLD TR | 62.2K | $4.9M | $5.3M | 2.84% | -1,025 | 2026-06-30 |
| 13 | SCHE | SCHWAB STRATEGIC TR | 132.7K | $4.8M | $4.8M | 2.59% | -2,388 | 2026-06-30 |
| 14 | SCHR | SCHWAB STRATEGIC TR | 190.8K | $4.7M | $4.6M | 2.46% | +14.9K | 2026-06-30 |
| 15 | MCHI | ISHARES TR | 92.0K | $4.7M | $4.9M | 2.62% | -1,899 | 2026-06-30 |
| 16 | SCHC | SCHWAB STRATEGIC TR | 97.5K | $4.7M | $4.9M | 2.62% | +2.0K | 2026-06-30 |
| 17 | VNQI | VANGUARD INTL EQUITY INDEX F | 103.1K | $4.6M | $4.5M | 2.41% | +105 | 2026-06-30 |
| 18 | SCHP | SCHWAB STRATEGIC TR | 170.7K | $4.5M | $4.4M | 2.34% | +5.8K | 2026-06-30 |
| 19 | EMLC | VANECK ETF TRUST | 163.5K | $4.2M | $4.1M | 2.21% | +4.3K | 2026-06-30 |
| 20 | VWO | VANGUARD INTL EQUITY INDEX F | 66.6K | $4.0M | $3.9M | 2.12% | +4.7K | 2026-06-30 |
| 21 | IVV | ISHARES TR | 5.2K | $3.9M | $4.0M | 2.14% | +463 | 2026-06-30 |
| 22 | VEU | VANGUARD INTL EQUITY INDEX F | 45.7K | $3.8M | $3.8M | 2.06% | -1,858 | 2026-06-30 |
| 23 | FEZ | SPDR INDEX SHS FDS | 49.7K | $3.4M | $3.4M | 1.83% | +1.4K | 2026-06-30 |
| 24 | VEA | VANGUARD TAX-MANAGED FDS | 47.4K | $3.4M | $3.4M | 1.82% | +2.2K | 2026-06-30 |
| 25 | VXUS | VANGUARD STAR FDS | 38.6K | $3.3M | $3.3M | 1.78% | +2.7K | 2026-06-30 |
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